Core Insights - The steel structure industry is experiencing unprecedented development opportunities driven by policies such as the "dual carbon" strategy, new building industrialization, and "Digital China" [1] - As a leading enterprise in the industry, Fuhuang Steel Structure is leveraging technological innovation, digital transformation, and the "T+EPC" model to enhance its core competitiveness and expand its service boundaries [1] Policy and Market Dynamics - Recent government policies have emphasized the development of green buildings and new building industrialization, particularly encouraging the use of steel structures in public buildings like hospitals and schools [2] - The market for steel structures is gradually expanding, prompting companies to innovate technologically to gain competitive advantages [2] Technological Innovation - Fuhuang Steel Structure has obtained over 300 patents and nearly 100 innovative technological achievements, covering key areas such as large-span space structures and prefabricated steel structures [2] - The company has successfully completed landmark projects, including the Spanish Pavilion at the Shanghai Expo and the Universal Studios Beijing [2] Special Projects - The company is focusing on high-difficulty special steel structure projects, such as the compact fusion energy experimental facility in Hefei, utilizing innovative construction processes to tackle installation challenges [3] Digital Transformation - Fuhuang Steel Structure is a pioneer in digital transformation, establishing a digital collaboration mechanism throughout the lifecycle of projects using BIM technology [4] - The company has achieved a significant reduction in period expense ratio to 10.53%, down 3.08 percentage points compared to the previous year, showcasing the effectiveness of its digital initiatives [4] Production Efficiency - The integration of BIM with manufacturing execution systems (MES) has enabled flexible production scheduling and real-time tracking of project progress, enhancing production efficiency [5][6] - The introduction of smart welding robots and CNC plasma cutting machines has improved production efficiency and product quality [6] Market Potential - The steel structure industry has a promising outlook, with projections indicating that by 2035, steel structures will account for approximately 40% of new building area in China, with annual steel usage expected to exceed 200 million tons [7][8] - Currently, China's steel structure penetration rate is only 5%-7%, particularly low in the residential sector, indicating significant market growth potential [7] T+EPC Model - Fuhuang Steel Structure is actively promoting the "T+EPC" (Technology + Engineering Procurement Construction) model, aligning with national goals to enhance industry integration and construction efficiency [8] - This model leverages the company's extensive experience in steel structure design and construction, ensuring project success through collaborative design and risk management [8] Future Outlook - The company plans to continue deepening its technological capabilities in smart construction and new materials while expanding into strategic areas supported by the government, such as rural revitalization and renewable energy [9]

在"双碳"战略、新型建筑工业化与"数字中国"等多重政策驱动下，钢结构行业正迎来前所未有的发展机 遇，并加速从"传统建造"向"智能建造"转型。 作为行业领军企业，富煌钢构紧扣政策导向与市场需求，以技术创新筑牢核心竞争力、以数字化重构生 产体系、以"T+EPC"模式拓展服务边界，在行业转型浪潮中展现出强劲的发展韧性，有望持续抢占市场 先机，深度收获行业发展红利。 技术创新驱动，标杆项目频出 近年来，国家密集出台推动绿色建筑与新型建筑工业化发展的政策，包括《关于推动智能建造与建筑工 业化协同发展的指导意见》《绿色建筑创建行动方案》等，明确提出大力发展钢结构建筑，鼓励医院、 学校等公共建筑优先采用钢结构，为钢结构行业发展注入强劲动力。 伴随着市场增量逐步打开，钢结构也加速从传统制造向智能化、数字化升级，业内企业纷纷打响技术创 新之战，抢占竞争制高点。 长期以来，富煌钢构坚持技术立企，先后取得三百多项专利和近百项创新型技术成果，核心技术覆盖大 跨度空间结构、高层重型钢结构及装配式钢结构建筑等领域，形成了异形扭曲钢结构设计、多曲面空间 钢桁架复杂钢构件智能化加工、杂体形网格钢结构安装精度自适应协调控制等系列钢结构智能建造 ...

"好房子"建设不能忽略好服务。"好房子"不仅要有良好的硬件设施，同样需要好服务以提升"软实 力"。各地应积极实施居住服务提升行动，下大力气提高物业服务水平，支持养老、托育、家政等线上 线下的生活服务，为居住生活提供更好服务，也能让企业有更广阔的发展前景。我国人口老龄化加速到 来，是否能接受更加便捷的养老服务越来越被大家重视。远洋集团椿萱茂以多年开设养老机构的经验深 入社区，位于北京东四环的远洋天地小区中就设立了椿萱茂社区养老驿站，不仅为行动便捷的小区老人 提供了活动场地，还能做到工作人员随时入户，细致入微的养老服务直接送进百姓家中。 "好房子"建设离不开企业的积极探索。"好房子"建设引导房地产业和建筑业从过去注重速度、数 量，转向追求高质量、新科技、好服务。目前，众多企业将建设"好房子"作为重点工作。中国建筑集团 有限公司为守住质量底线，解决居住痛点，推出"好房子"营造体系，为住宅品质提升编制了系统解决方 案，最近又为首批4个践行项目授牌。对于企业而言，谁能为群众建设"好房子"、提供好服务，谁就能 有市场，有发展，有未来。 "好房子"需要好设计、好材料、好建造。"好房子"需要设计师们精心设计好每一栋房子，让每 ...

瞄准高标准打造质量工程，中建六局持续开展专业领域技术研发，并迅速把科技成果转化为现实生产 力。在天津地铁7号线建设中，施工团队实现超深地下连续墙、负四层盾构始发、超近距侧穿立交桥桩 群等7项创新突破；在西安幸福路北延伸工程超大型独塔斜拉桥建造中，项目团队在120分钟内，让重量 达4.8万吨的斜拉桥成功实现逆时针旋转69.45度，转体精度控制在毫米级；在福建龙岩大道高架桥施工 过程中，项目团队创新"水平二次转体"施工技术，开创钢箱梁斜拉桥独塔单转、塔梁共转先河。 近年来，中建六局在基础设施建造领域持续发力，建立7个省部级企业技术中心，逐步完善协同创新机 制。"公司不断加大科技投入，仅去年就超过20亿元，在大型桥梁、轨道交通、大型公共建筑等领域取 得一系列重大建造技术突破，为企业发展注入强大动力。"中建六局科技与设计管理部总经理刘晓敏 说，截至目前，公司拥有国家专利2800余项，累计获得省部级及以上科技进步奖250余项、省部级工法 380余项，主编和参编国家标准、地方标准、行业标准92项。 伴随机械轰鸣与焊花闪烁，建设者们往来穿梭，钢栈桥不断向深海挺进……不久前，东北地区规模最大 的跨海大桥——大连长海大桥项目正 ...

中新网杭州10月3日电(奚金燕高施倩梅青)国庆佳节，举国欢庆。在浙江多条高速公路建设现场，近万 名工人选择坚守施工一线，选择与机械为伴、与工期赛跑，用汗水绘就出一幅幅动人的"攻坚图景"。 在已架设完成的桥跨段，钢筋绑扎作业有序展开，金属敲击声此起彼伏，奏响节日里独特的劳动乐章。 在甬金衢上高速衢州段全旺互通施工现场，技术负责人齐银涛专注记录着路基碾压参数。"每一遍碾压 都关乎百年品质，"他抹去额头的汗珠说，"我们正在寻找最理想的工艺参数。"目前该段17座桥梁、3座 隧道及7处互通全面施工，这条浙赣省际新通道正加速成型。 智能施工贯穿项目全线 10月3日，在浙南山区的浙江交通集团瑞苍高速建设现场，沥青摊铺作业正有序推进。压路机以"潮汐 式"行进反复碾压，智能管控系统对摊铺温度、速度等数据实时监测。 项目负责人介绍，全线910余名建设者坚守岗位，全力推进路面工程施工，预计10月完成全部路面作 业，年底具备通车条件。这条连接浙南山区的重要通道，将完善浙江高速路网结构，助力长三角交通一 体化发展。 目光转向浙江交通集团义龙庆高速丽水段，留明尖特长隧道内机械轰鸣。三臂凿岩台车以厘米级精度掘 进岩层，智能拱锚一体机、锚杆 ...

Group 1: 15th Five-Year Plan Outlook - The primary direction for industrial structure adjustment during the 15th Five-Year Plan is transformation and upgrading, with continued support for technological innovation [1] - The real estate sector is expected to stabilize, with new product development and pricing models emerging in core cities [1] - The home appliance industry will focus on smart, green, and globalized policies, aligning with future manufacturing directions [1] - The construction industry will emphasize overseas expansion and smart construction [1] - The importance of strategic resources will increase, benefiting the prices of non-ferrous metals [1] - Cement and glass industries will face strict capacity controls, focusing on profit recovery rather than just revenue [1] - The chemical industry will see a shift towards replacing outdated capacity, with a positive outlook for chemical exports [1] - The new energy sector is expected to experience favorable supply-demand dynamics, with significant growth in wind and solar power installations [1] - The coal industry will see increased resource scarcity and improved performance as prices rise [1] - The technology sector will benefit from government subsidies for AI capabilities and applications [1] - The cultural industry may see relaxed regulations for overseas expansion, positively impacting supply-side recovery [1] Group 2: AI and Computing Sector Insights - Breakthroughs in computing power and AI applications are expected to lead to a surge in the sector by 2026, with companies achieving over 10% revenue from AI [2] - Despite short-term pressures from subsidy reductions, long-term support for domestic semiconductor replacements remains strong [2] - The internet and cloud computing sectors are experiencing a positive cycle of investment and operational efficiency, with a focus on global entertainment and self-consumption [2] - The telecommunications sector is concentrating on 6G and satellite internet development, with opportunities in the IDC supply chain [2] - E-commerce is currently in a phase of competition for existing market share, but AI products are expected to offset negative impacts from subsidy reductions [2] Group 3: Q3 Earnings Outlook - The reduction in national subsidies is expected to pressure earnings in light industry, consumer electronics, and home appliances [3] - The non-ferrous metals sector is anticipated to see continued improvement in Q3 earnings due to rising domestic metal prices [3] - The pharmaceutical sector is not expected to face severe impacts from tariff policies, contrary to some investor fears [3] - The agricultural sector is projected to see weak growth, particularly in pig prices, through Q1 2026 [3] - The light industry is under pressure from both overseas demand and domestic subsidy reductions, leading to continued earnings challenges [3] - The consumer electronics sector may experience marginal declines in growth following subsidy cuts [3] - The chemical industry is expected to achieve stable growth, with a target of over 5% annual increase in value added by 2025-2026 [3] - The food and beverage sector is facing weak demand, but market expectations are low, which may provide some support [3] - The military industry is projected to see overall revenue and earnings growth, with ongoing attention to the 15th Five-Year Plan's impact [3]

根据规划，双方将分三阶段推进合作：首先是项目级示范：以广联达数字建筑产业基地为试点，打造首 批SPD标杆项目，验证模式可行性；其次是园区级推广：在延庆中关村科技园等区域实现SPD规模化应 用，形成产业集聚效应；最后是城区级复制：构建覆盖全域的智能建造体系，输出具备系统性、创新性 的"延庆方案"，形成系统性、创新性产业生态。与此同时，延庆区将统筹资源，广联达提供技术支撑， 联合产业链企业组建"智能建造产业创新联盟"，通过技术协同与业务联动，汇聚优质企业资源，加快形 成共生共赢的产业新生态。 新京报讯 据"多彩京郊"微信公众号消息，9月29日，北京市延庆区人民政府与广联达（002410）科技股 份有限公司签署战略合作协议，宣布以系统性项目交付模式（SPD）为核心，共同推进延庆智能建造产 业创新示范区建设。此次合作不仅标志着延庆区在探索"绿色低碳美丽城市"现代化发展路径中迈入数字 化、智能化新阶段，更为全国建筑产业智能化升级提供"延庆样板"。 ...

Core Insights - The China-ASEAN Building Technology Expo, held from September 15 to 21, 2023, in Guilin, showcased over 60 enterprises from China and ASEAN countries, attracting more than 30,000 visitors, focusing on smart construction, digital applications, green low-carbon initiatives, and regional cooperation [9][12][15]. Group 1: Exhibition Highlights - The expo featured seven major exhibition areas, including a China-ASEAN cooperation achievements area and a smart construction area, highlighting advancements in construction technology and collaboration outcomes [9][12]. - Innovative technologies such as the "Sky Building Machine," which enhances construction efficiency and safety by moving operations to elevated platforms, were prominently displayed [11]. - Modular integrated construction (MiC) technology was showcased, allowing for a standard floor to be built in just four days, reducing construction time by 60% and waste by 75% [12]. Group 2: Technological Innovations - The exhibition emphasized the integration of smart home technologies, enhancing living experiences through features like automated curtains and AI management systems, reflecting a shift in consumer expectations from merely having housing to desiring quality living environments [13][14]. - Robotics were also a key focus, with interactive demonstrations of AI-driven robots providing services such as security patrols and delivery within residential communities [14]. Group 3: Collaborative Opportunities - The expo served as a platform for fostering cooperation between Chinese and ASEAN countries in the housing and urban construction sectors, showcasing successful projects like the Angkor Airport in Cambodia [15][16]. - Companies reported forming multiple collaboration agreements during the event, with significant financial commitments, indicating a robust interest in cross-border partnerships [17].

29日，国新办举行"高质量完成'十四五'规划"系列主题发布会。相关负责人介绍，"十四五"以来，我国水利基础设施建设取得新进展。 2022年水利建设完成投资首次迈上万亿元大台阶，并连续3年突破历史纪录。2024年达13529亿元，预计"十四五"水利建设完成投资超5.4万亿元，是"十三 五"的1.6倍。 "十四五"以来，新开工重大水利工程172项，水利基础设施布局、结构、功能和系统集成加快优化。 截至2024年底，我国共建成水库9.5万座、大中型调水工程200项、大中型灌区6924处、堤防31.8万公里，形成了世界上规模最大、功能最全、惠及人口最 多的水利基础设施体系。 水利基建连续三年刷新纪录，不仅彰显着"中国速度"，更折射出高质量发展的深刻内涵！一起来解锁近期我国水利基建的"超级工程"。 智造高坝：智解世界级难题 9月28日，滇中引水工程施工取得重要进展。位于云南玉溪段的曲江倒虹吸工程成功下穿峨大公路，标志着这一国家重大水利工程建设实现新突破。施工 中，建设团队面临公路沉降控制精度高、地下管线复杂、生态保护要求严等多重挑战。通过技术攻关，项目采用精细化探测、三维管线定位和生态隔离等 创新工艺，实现路基沉降控制 ...

转自：北京日报客户端 广联达科技股份有限公司是一家专注于建筑科技领域20多年的高新技术企业，相关负责人介绍，系统性 项目交付模式，英文简称SPD，是主要应用于建筑工程类项目的一种"用数字技术全程管理项目"的省心 建造方法。它就像给项目创建一个"数字双胞胎"，从设计、施工到后期维护，所有环节都在电脑里提前 模拟和优化，让整个过程看得见、管得清。各方团队从一开始就协同工作，避免扯皮。不仅考虑怎么把 房子建好，更关注建成后是否节能、好维护、住得舒适。简单说，就是借助数字技术，让建筑项目从传 统的"建完交付"升级为"全周期优化"，最终实现质量更好、浪费更少、各方都省心省力。 根据规划，双方将分三阶段推进合作。首先是项目级示范，将以广联达数字建筑产业基地为试点，打造 首批SPD标杆项目，验证模式可行性；接着是园区级推广，将在延庆相关科技园区实现SPD规模化应 用，形成产业集聚效应；最后是城区级复制：构建覆盖全域的智能建造体系，输出具备系统性、创新性 的方案，实现新模式在延庆全域推广应用。预计今年年底前，毗邻京张高铁延庆站的广联达数字建筑产 业基地将开工建设。 与此同时，延庆区将统筹资源，广联达提供技术支撑，联合产业链企 ...